Spire Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Spire Wealth Management’s Portfolio FMF Stock Details FMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.4K	Buy	640 +122	+24%	+$6.2K	﹤0.01%	1253
2026 Q2	$26K	Buy	518 +23	+5%	+$1.18K	﹤0.01%	1364
2026 Q1	$25.1K	Buy	495 +218	+79%	+$10.8K	﹤0.01%	1358
2025 Q4	$13K	Sell	277 -727	-72%	-$35.2K	﹤0.01%	1629
2025 Q3	$48.9K	Hold	1,004	–	–	﹤0.01%	1244
2025 Q2	$45.4K	Hold	1,004	–	–	﹤0.01%	1234
2025 Q1	$46.3K	Sell	1,004 -64	-6%	-$3.02K	﹤0.01%	1311
2024 Q4	$50.8K	Buy	+1,068	New	+$51K	﹤0.01%	1276
2022 Q2	–	Sell	-12,892	Closed	-$630K	–	2723
2022 Q1	$630K	Buy	12,892 +196	+2%	+$9.22K	0.02%	508
2021 Q4	$577K	Sell	12,696 -115	-0.9%	-$5.44K	0.01%	644
2021 Q3	$609K	Buy	12,811 +11,806	+1,175%	+$565K	0.02%	541
2021 Q2	$49K	Hold	1,005	–	–	﹤0.01%	1494
2021 Q1	$48K	Buy	+1,005	New	+$46.9K	﹤0.01%	1743

Other funds holding FMF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return

Spire Wealth Management's FMF Position: Q3 2026 in Review

Spire Wealth Management increased its First Trust Managed Futures Strategy Fund (FMF) stake by 24% in Q3 2026, buying an estimated $6.2K and bringing the position to 640 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Spire Wealth Management first reported a position in FMF in Q1 2021 and has held it in 13 quarters since. The position peaked at $630K in Q1 2022. 25 funds tracked by Wall St. Rank hold FMF as of Q3 2026.

Spire Wealth Management held 640 shares of First Trust Managed Futures Strategy Fund worth $33.4K as of Q3 2026.
Spire Wealth Management bought 122 First Trust Managed Futures Strategy Fund shares in Q3 2026, an estimated $6.2K.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1253 holding.
Spire Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $630K in Q1 2022.
25 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.